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Understanding functional and technical aspects of AAFM CTEP

The following will be discussed in AAFM CTEP exam dumps:

  • Describe Class I and Class II beneficiaries
  • Understand different Hindu Acts
  • Understand Legal Order of Heirs
  • Describe Cognates and Agnates
  • Coparcenary Property Under HSA
  • Understand Order and Manner of Succession
  • Describe Domicile and its Components
  • Mitakshara and Dhayabaga Schools of Hindu Law
  • Describe Succession Certificates
  • Hindu Succession Policy
  • Minority and Guardianship Policy 1956/li>
  • Describe Rules of Succession in Female Hindus
  • Describe different Schools of Hindu Law
  • Describe Indian Succession Policy 1925
  • The Hindu Adoption and Maintenance Act, 1956
  • Wakfs Under Muslim Law
  • Goa Civil Code
  • Describe Intestate Succession
  • Gifts Under Muslim Law
  • Muslim Law
  • Define different Personal Laws in India
  • Indian Succession Act, 1925
  • Succession in Case of Males Under HSA
  • Describe Goa Civil Code
  • Succession in Case of Females Under HSA/li>

Reference: https://www.aafmindia.co.in/CTEPCertification/CharteredTrustandEstatePlannerFees.aspx

Certification Path for AAFM CTEP

American Academy of Financial Management India (organization) is an association and a Professional Standards Setting body that proactively directs the turn of events and advancement of norms for Financial Advisory Professionals to profit and secure people in general in the country. It is a Professional Membership and Certification association some portion of driving Global Confederation set up by unmistakable monetary help companies with a goal to professionalize the idea of Financial Advisory in India.

The up-and-comers who wish to go through the CTEPTM Certification Program (the ‘Program') need to get enlisted with organization.

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AAFM CTEP Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Introduction to Estate Planning7%- Estate Planning Process and Lifecycle
- Role of the Estate Planner
- Concept and Objectives of Estate Planning
Topic 2: Personal & Intestate Succession Laws20%- Intestate Succession Principles
- Religious and Civil Law Succession Rules
- Indian Succession Act and Related Legislation
Topic 3: International Estate Planning15%- Foreign Trusts and Tax Compliance
- Business Succession & Family Legacy Planning
- Double Taxation Agreements and Treaties
- Cross-Border Wealth Transfer
Topic 4: Laws Affecting Estate Planning18%- Conflict of Laws and Jurisdiction
- General Legal Framework
- Tax Laws: Income, Gift, Estate, and Inheritance
Topic 5: Trust Planning22%- Role and Responsibilities of Trustees
- Types and Structure of Trusts
- Taxation and Benefits of Trusts
- Asset Protection through Trusts
Topic 6: Testamentary Succession & Wills18%- Validity and Types of Wills
- Drafting, Execution, and Revocation of Wills
- Probate and Administration of Estates

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